Research

SMSF retirement insights – SMSF Association and Accurium research

18 September 2017 The SMSF Association and Accurium are the first to publish detailed figures on how the retirement wealth of Australia’s SMSFs have changed post the 2016 SMSF annual tax returns. This new research features the increases in median SMSF balances and provides facts on retirees’ desired lifestyles in retirement including confidence levels on…

Research

FPA Live the dream 2017 research report

21 August 2017 Australians enjoy dreaming about their future and believe in their ability to create the life they want. People happiest with their lot in life are most likely to have a financial plan, according to the FPA Live the Dream report. The national research of working-age Australians also includes fascinating insights into the…

Research

SMSF Association research into contribution patterns

13 October 2016 The SMSF Association has produced compelling evidence that the Federal Government should increase the concessional contribution cap for people aged 50 and over and extend the carry forward of concessional contributions. SMSF Association Managing Director/CEO Andrea Slattery says research undertaken for the organisation by the actuarial consultancy firm Rice Warner “conclusively shows”…